Excel Pivot Tables & Introduction To Dashboards. The Step-By-Step Guide

This book can be used as a tutorial or quick reference guide. It is intended for users who are comfortable with the basics of Microsoft Excel and are now ready to build upon this skill by learning Pivot Tables and Dashboards. This book assumes you already know how to create, open, save, and modify an Excel® workbook and have a general familiarity with the Excel toolbar (Ribbon). Updated for Microsoft Excel 2016! This book contains easy to follow step-by-step examples with screenshots demonstrating how to create Pivot Tables and basic Dashboards. In just a few short hours, you’ll learn how to: Organize and summarize data Format & filter Pivot Table results Create Pivot Charts Display averages & percentages Group data into predefined ranges Use Slicers Rank results Apply calculated fields Create Pivot Table reports from imported files And more! In addition to the above, you will also learn how to create, format, and update a basic Dashboard using Pivot Table data. Including how to incorporate charts and performance symbols into your reporting. A great resource for: Business Analysts Data Analysts Financial Analysts Administrative and Support staff Imagine the time youll save by not having to search the internet or help files to learn the most practical ways of using one of Microsoft Excel’s best features! MiCrfTab\esMntrodUCtl0n 1 »V4%feSp Guide 1 I The Step-By ^ r 1 Thank you! 4 How To Use This Book 8 This book is structured to build on each previous chapter’s teaching. 8 What Are Pivot Tables? 10 What Are The Main Parts Of A Pivot Table? 11 □ MANGOS 15 How To Drill-Down Pivot Table Data 17 Adding Additional Rows (categories) To Your Pivot Table 18 Charts - How To Create A Basic Pivot Table Chart 19 CHAPTER 4 23 Displaying Percentages 23 CHAPTER 5 28 Ranking Results & Displaying Averages 28 Ranking Data 30 CHAPTER 6 35 Slicers (interactive analysis) & Advanced Filtering 35 EXCEL® 2013 USERS - PLEASE NOTE 35 Timeline Slicer 36 *Excel 2013 users please click here to see step #6 37 Slicer 41 Advanced Filtering 44 Quantity of parts sold by region and category 50 i! 51 Pivot Table #2 Top 10 parts sold, combined quantity and percent of total 52 Why are the ‘2 Values’ fields defaulting to Count instead of Sum? 54 Formatting The Dashboard 61 Pie chart with the percent of total sales by region 73 ЗШ Л|Ѵ1 :‘c 74 CHAPTER 8 79 Adding Slicers and Performance Symbols To Your Dashboard 79 Slicers 79 PLEASE NOTE! 82 Performance Symbols (up/down arrows and other indicators) 82 PLEASE NOTE! 92 Hiding Your Pivot Table Source Data 92 L 93 Protecting The Dashboard Or Any Other Worksheet 93 Grouping Records 95 CHAPTER 12 100 Calculated Fields In Pivot Tables 100 Adding A Basic Calculated Field 100 Inserting Logic Fields (if...then) 112 CHAPTER 13 115 Creating Pivot Tables From Imported Files - using the Data Model 115 ADDITIONAL STEP FOR THIS CHAPTER 115 CHAPTER 14 124 Troubleshooting: Pivot Tables Displaying Duplicate Values 124 Formula - LEN 124 fx x id m [в и i I 126 Formula - TRIM 128 CHAPTER 15 132 Troubleshooting: How To Resolve Common Pivot Table Errors 132 2. 133 Thank you! 135